AWS (AMZN) CEO says very bullish on demand with tens of thousands of customers growing very fast; USD 200bln in capex will prove to be a great investment
Importance
Level 1
- Regardless of how software plays out, customers will need more compute from AWS
- Much of fear about software is overblown, but there will be huge disruption; Systems of records have the inside track but will have to adjust to be long term winners
- Half of usage of Bedrock is driven by our own Trainium chips
- Mix in chips from Intel, AMD and Nvidia with our own proprietary chips which helps us grow faster
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